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Jan 8, 2013
01/13
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you bet. is it perfect, no way, but at the end of the day if you're an airline and you're waiting for this plane maybe two or three years down the road. if you're confident that everything will be worked out by then. you're not changing your plans on keeping that order. >> jason, what's ahead for these stocks if these incidents continue, and i want to ask you about the layoffs part of the story. we talked a lot about the defense industry at the end of last year ahead of the fiscal cliff, but now we've got a delay on the sequestration. are you still expecting layoffs from the defense industry? >> yes. first, what's ahead for the stock here? clearly this -- these headlines are going to gate any kind of multiple expansion we would see on the stock. i think the earnings stream will be growing here over the next several years so there's potential growth here in the stock itself, but the multiple valuation on this stock is going to be gated until we get some more results on what exactly has been the
you bet. is it perfect, no way, but at the end of the day if you're an airline and you're waiting for this plane maybe two or three years down the road. if you're confident that everything will be worked out by then. you're not changing your plans on keeping that order. >> jason, what's ahead for these stocks if these incidents continue, and i want to ask you about the layoffs part of the story. we talked a lot about the defense industry at the end of last year ahead of the fiscal cliff,...
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Jan 10, 2013
01/13
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there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that may be available there, but you'll have to pick better stocks and better bonds. >> kenny, what are you seeing? >> i'm seeing, maria, that we've hit the top. struggled with 1472. it is a high and feels bullish but in the short term we're going to hit some resistance here. i would suspect the market will back off. a couple of issues in front of us at the end of the month. i suspect if there's any sense at all that they are not going to compromise or negotiate you'll see the market come right back in. that being said i would use that, any weakness opportunity to jump right back in because i do think my sense is that the market wants to go higher this year, want to go higher this year. our economy is stabilizing. economies around the world are stabilizing so i think it's a good year. >> where are you seeing the conviction on the buy side? what sectors? >> i still think, you know, obviously financials in housing are basically intertwained, right, so as housing goe
there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that may be available there, but you'll have to pick better stocks and better bonds. >> kenny, what are you seeing? >> i'm seeing, maria, that we've hit the top. struggled with 1472. it is a high and feels bullish but in the short term we're going to hit some resistance here. i would suspect the market will back off. a couple of issues in front of us at the end...
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Jan 25, 2013
01/13
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CNBC
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>> i think with the changes in india and china in terms of oil consumption i'll put my bet with exxon on this one. >> okay. >> all right. very good. >> i don't own it. it is too big a company for us in intrepid capital but that is where i would bet. >> not exactly the small world. >> thank you, gentlemen. have a good weekend. appreciate your insight. thanks for joining us. >> thanks for having me. >> glad you found your way back. >> so the dow is ontrack for the best january since 1994. it has lost ground in only four sessions this month so far. >> indeed. we've got the weeks winners and losers. >> positive economic data and earnings fuel the nasdaq and the dow -- excuse me the dow and s&p 500 to new highs. let's talk about the individual movers. first proctor and gamble the big winner the profit beat street consensus thanks to higher cost and new products it added to its portfolio. in health care as a sector it was a better performing sector for the week. j & j topping the list. growing optimism around a potential sale or spinoff of the multi billion dollar diagnostics business has b
>> i think with the changes in india and china in terms of oil consumption i'll put my bet with exxon on this one. >> okay. >> all right. very good. >> i don't own it. it is too big a company for us in intrepid capital but that is where i would bet. >> not exactly the small world. >> thank you, gentlemen. have a good weekend. appreciate your insight. thanks for joining us. >> thanks for having me. >> glad you found your way back. >> so the...
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Jan 17, 2013
01/13
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CNBC
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you're putting your bet on growing net interest income. >> correct. >> let me ask you about that. even in this low environment how do you do it? what's the plan? >> you do more deposits, more loans. in fact, last year our net interest income, the difference between what we get on the loans versus what we pay on deposits, an endless margin, dropped 18 basis point but we actually grew net interest income so you do more, and we've dealt with this low rate environment before. do i think rates are too low? yes. a lot of monetary stimulus, but we're able to operate in that environment, and it's been a real bargain for borrowers. on the other hand, savers have paid a real price. >> how do you offset that knowing that it's become tougher to make money in banking? >> well, this year we grew revenues by 6% quarter over quarter from a year ago and 6% you took the whole year. almost all of it on the non-interest income side. half of our revenues come from fee for services, mortgage brokerages, other things so we don't only live on the margin, if you will, so think of a company that can produc
you're putting your bet on growing net interest income. >> correct. >> let me ask you about that. even in this low environment how do you do it? what's the plan? >> you do more deposits, more loans. in fact, last year our net interest income, the difference between what we get on the loans versus what we pay on deposits, an endless margin, dropped 18 basis point but we actually grew net interest income so you do more, and we've dealt with this low rate environment before. do i...
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339
Jan 22, 2013
01/13
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guys on wall street, like to bet? who knew that. >> appreciate is very much. texas instruments is out with her innings. bertha coombs with the numbers. >> we've got texas instruments reporting earnings of 36 cents a share. that's excluding restructuring charges, and that compares to a 34-cent on that apples-to-apples expects. its revenues topped expectations as well at $2.9 billion. much more than the expectation of 2.9 and higher than what the company has done. it's on its outside. consensus earnings for 34 cents a share in the first quarter and also in terms of the revenue, a little bit light as well. 2.69 billion to 2.91 billion. analysts looking for somewhere in the range of 2.76 billion to 3.2 billion or so. you can see shares there. a little bit of disappointment. this will be the fourth straight quarter, michelle, that their outlook has disappointed. back to you. >> yeah, and you can see the movement in the stock us a pointed out, bertha. thanks so much. frustrated about higher taxes? so is golf pro phil michelson who suggested, quote, drastic changes a
guys on wall street, like to bet? who knew that. >> appreciate is very much. texas instruments is out with her innings. bertha coombs with the numbers. >> we've got texas instruments reporting earnings of 36 cents a share. that's excluding restructuring charges, and that compares to a 34-cent on that apples-to-apples expects. its revenues topped expectations as well at $2.9 billion. much more than the expectation of 2.9 and higher than what the company has done. it's on its outside....
169
169
Jan 29, 2013
01/13
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if you think ten years from now e-commerce is going to be a bigger part of the world, you should be betting on amazon. >> aaron, what's your take in. >> we like the fundamentals, long-term outlook, 80 times earnings. be on sidelines right now. >> sidelines right here at 266. gentlemen, thanks very much. great conversation, appreciate your time. as we naff date the amazon numbers. joining me right now on set is greg mcbride and greg yip from "the economist" and ryan dietri dietrich. gentlemen, good to see you. thanks for joining us and thanks for joining us tonight. greg, what gives with this market? what's with this market? >> run a long way in a short period of time really without stopping for a breath. saw it with amazon, and i think you'll continue to see it this year. top line revenue growth is an issue. eventually market revenue will run into it. >> by the way, we're running into it right now. amazon reported revenue below estimates. does revenue stock the story of the rally going toward in is amazon a problem tomorrow? >> whether or not that's a catalyst for this market to take a brea
if you think ten years from now e-commerce is going to be a bigger part of the world, you should be betting on amazon. >> aaron, what's your take in. >> we like the fundamentals, long-term outlook, 80 times earnings. be on sidelines right now. >> sidelines right here at 266. gentlemen, thanks very much. great conversation, appreciate your time. as we naff date the amazon numbers. joining me right now on set is greg mcbride and greg yip from "the economist" and ryan...
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Jan 18, 2013
01/13
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CNBC
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here we seeing traders take profits or make short bets. looking all the way to the downside now and getting bearish on the stock. listen, people are throwing up their hands, the stock is broken out from a bottoming process and could have room to go higher. one thing to be prudent about, maybe trim the position and take profits. we saw microsoft after their release, we saw the stock down since the surface release and iphone 5 is done. whether coincidence or not. i would be careful about owning the stock all the way to the upside the next couple of weeks. >> this is a real trade? >> definitely a trader's market, around 5 to 6% a day. you have to trade in and out and now you sell and maybe look for a better entry level. >> for more options, be sure to stay tuned for "options action" right after "closing bell." [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your
here we seeing traders take profits or make short bets. looking all the way to the downside now and getting bearish on the stock. listen, people are throwing up their hands, the stock is broken out from a bottoming process and could have room to go higher. one thing to be prudent about, maybe trim the position and take profits. we saw microsoft after their release, we saw the stock down since the surface release and iphone 5 is done. whether coincidence or not. i would be careful about owning...